J

Jie Chen

CEO

New York City, New York, United States5 yrs 1 mo experience
Highly Stable

Key Highlights

  • Led multiple teams in a fast-paced FinTech startup.
  • Developed product road maps and prototypes for user-centric applications.
  • Promoted to Partner for exceptional client success management.
Stackforce AI infers this person is a Fintech Product Manager with strong client success and team leadership skills.

Contact

Skills

Core Skills

Customer SuccessProduct Management

Other Skills

Client RelationsMarketingOperationsRecruitingTrainingUser AnalysisPrototypingProject ManagementCustomer Relationship Management (CRM)Customer ExperienceCustomer Experience ManagementProductization

About

Experienced professional in the financial services industry, I started my tech career at a fast paced FinTech asset management startup. Wore many hats managing a team of 6 and was promoted to Partner. I am passionate about creating value to the end user.

Experience

Qplum

3 roles

Partner

Sep 2016Sep 2018 · 2 yrs

Customer Success

Head of Client Relations

Promoted

Mar 2016Sep 2018 · 2 yrs 6 mos

  • Managed and led multiple teams across different depts in US office of FinTech startup (Primarily in B2C with some B2B)
  • Client Relations
  • Marketing
  • Operations
  • Owned department recruiting and training
  • Reported directly to CEO
Customer SuccessClient RelationsMarketingOperationsRecruitingTraining

Product Manager

Aug 2014Feb 2016 · 1 yr 6 mos

  • Collaborated with cross functional teams in company (software engineers, data scientist, and designers)
  • Created product road maps of feature builts
  • Created prototypes and visual mockups for web/mobile apps
  • Gathered and analyzed user profiles (via chat feature, in person meetings, one-on-one phone calls, A/B testing) and analytics to make data driven decisions
  • Worked directly with CEO in marketing and content
Customer SuccessProduct Management

Circulum vite

Account Manager

Jul 2014Dec 2015 · 1 yr 5 mos · Greater New York City Area

  • In tandem with FinTech startup, the founders also had a proprietary trading firm where I managed the accounting, bookkeeping, operations and opening of brokerage accounts, along with H1B visas of employees.

Moody's analytics

Financial Data Analyst

Jan 2013Jan 2014 · 1 yr

Education

Brooklyn College

Penn State University

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